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State Street SPDR S&P Emerging Markets Small Cap ETF

171 hedge funds and large institutions have $478M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 48

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

0.85% more ownership

Funds ownership: 68.31%69.15% (+0.85%)

1% more funds holding

Funds holding: 170171 (+1)

10% less capital invested

Capital invested by funds: $528M → $478M (-$50.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $229K

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
63
Reduced
48
Closed
20
Calls
Puts
$229K
Net Calls
-$229K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$141M -$15.5M -254,288 -10%
Bank of America
2
Bank of America
North Carolina
$45.5M -$3.99M -65,243 -8%
WA
3
Waddell & Associates
Tennessee
$35.3M +$585K +9,579 +2%
LPL Financial
4
LPL Financial
California
$20.1M +$2.4M +39,229 +13%
Mariner
5
Mariner
Kansas
$18.3M -$321K -5,255 -2%
Wells Fargo
6
Wells Fargo
California
$11.8M +$1.65M +27,031 +15%
Citadel Advisors
7
Citadel Advisors
Florida
$11.5M +$6.69M +109,568 +127%
EWM
8
Empirical Wealth Management
Washington
$10.8M +$170K +2,777 +2%
Morgan Stanley
9
Morgan Stanley
New York
$9.76M -$374K -6,121 -4%
Victory Capital Management
10
Victory Capital Management
Texas
$9.66M
Ameriprise
11
Ameriprise
Minnesota
$7.98M +$1.35M +22,124 +19%
BW
12
BIP Wealth
Georgia
$6.96M +$681K +11,146 +10%
NEWAS
13
N.E.W. Advisory Services
Wisconsin
$6.93M -$1.99M -32,611 -22%
PFA
14
Pure Financial Advisors
California
$5.93M +$262K +4,288 +4%
MOS
15
MGO One Seven
Ohio
$5.41M +$80K +1,310 +1%
AC
16
Apella Capital
Connecticut
$5.41M +$245K +4,005 +5%
TFA
17
Transamerica Financial Advisors
Florida
$4.92M -$84.2K -1,379 -2%
WMG
18
WESCAP Management Group
California
$4.55M +$53.2K +871 +1%
JFGLC
19
Johnson Financial Group LLC (Colorado)
Colorado
$4.52M -$1.25M -20,396 -21%
MFG
20
Merit Financial Group
Georgia
$4.41M +$273K +4,465 +6%
RFWA
21
RPg Family Wealth Advisory
Massachusetts
$4.33M -$66K -1,081 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.08M +$734K +12,024 +21%
CF
23
Cyr Financial
Illinois
$3.98M +$710K +11,623 +21%
TIM
24
Tortoise Investment Management
New York
$3.7M +$38.8K +635 +1%
CCA
25
Checchi Capital Advisers
California
$3.21M

EWX Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2024, worth a combined $478M — down 9.5% from $528M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 20 closed out — a net gain of 4 holders — while 63 added to existing stakes and 48 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.69M. The largest seller was Creative Planning, cutting an estimated $15.5M.

  • 171 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2024, up from 170 in Q3 2024.
  • Funds reported $478M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2024 and 20 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2024 was Citadel Advisors, an estimated $6.69M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2024 was Creative Planning, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.